Envestnet Asset Management
CGMM

Envestnet Asset Management’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Envestnet Asset Management’s Portfolio CGMM Stock Details CGMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$49.6M Buy
1,846,515
+1,073,891
+139% +$28.9M 0.01% 751
2025
Q1 		$18.5M Buy
+772,624
New +$18.5M 0.01% 1257